New Documents: Outlook

Under New Document: Outlook, in the Options dialog box, you can select the default way that email messages imported from Outlook will be processed. This includes determining how attachments are imported into Laserfiche, whether a distribution list will be created, and the default field data that will be assigned to email messages.

• Default Behavior
  • Attachments: This options lets you decided how email attachments will be imported. Choose from the following drop-down options:
    • Leave in email document: Embedded in the email message. These attachments will only be available when the message is viewed using Outlook.
    • File separately: Imported as separate electronic documents. They will also be removed from the imported email message.
    • Leave in and file a copy: Embedded in the email message and imported as separate electronic documents.
  • Apply email fields to attachments: If field data will be applied to attachments imported as separate electronic documents.
  • File distribution list: If a one-page document will be created along with the email message. A page of text in this document will list all recipients of the email message imported into Laserfiche, from the To, CC, and BCC email fields.
• Field Associations
  • Template: The template whose default field data is being configured. Selecting another template allows you to view/modify the default field data associated with it.
  • Make the selected template the default for imported emails: If you choose this option, the selected template will be the default template assigned to email messages imported from Outlook.
  • The field population table contains default values assigned to field data for email messages imported from Outlook. This table has the following columns:
    • Field: The field whose default value will be set.
    • E-Mail Property: You can select which property of the email (e.g., subject, sender, etc.) will be put in that field. Click the row to choose a property from a drop-down list. See property definitions.

      Email Property	Field Type	Description
      Sender	Text	The name of the sender, or, if the name is not available, the corresponding email address, extracted from the From field of the message.
      Sender e-mail	Text	The email address of the sender, extracted from the From field.
      Recipients	Text	A list of people the email was addressed to, extracted from the To field of the message.
      Recipient e-mails	Text	A list of email addresses the email was addressed to, extracted from the To field of the message.
      CCs	Text	A list of people who were copied on the email, extracted from the CC field of the message.
      CC e-mails	Text	The email addresses of the people who were copied on the email.
      BCCs	Text	A list of people who were blind copied on the email, extracted from the BCC field of the message.
      BCC e-mails	Text	The email addresses of the people who were blind copied on the email.
      Subject	Text	The subject line of the message, extracted from the Subject field.
      Time sent	Date/Time	The date and time the email message was sent.
      Time received	Date/Time	The date and time the email message was received by Outlook.
      Priority	Number	The priority set on the email message in Outlook.
      Conversation ID	Text	The identifier for the email conversation in Outlook.
      Unique Message ID	Text	The identifier for the specific email message in Outlook.

  • Reset: Reset to the default repository settings.

Note: Setting template fields to match email properties does not make that template the one used for e-mails. The template set as the Default template will be used for emails. Assigning email properties for template fields allows you to use another template, other than the default, to match email fields when importing.

Note: Limit field associations field names to 39 characters or less, as longer field names will not appear in the list of fields.